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Level 3 Senior Financial Services Customer Adviser Apprenticeship

Name: Level 3 Senior Financial Services Customer Adviser Apprenticeship
Price: 21000 GBP

Apprenticeship standard: Senior Financial Services Customer Adviser

Deliver outstanding customer service, powered by cutting-edge knowledge and skills training. Combining advanced technical knowledge with interpersonal skills, you’ll become confident in leading your team to solve challenges, from routine inquiries to complex issues.

We upskill employees from 10 of the 10 leading global investment banks

We train professionals within 81% of FTSE 100 companies

We address capability gaps in 8 of the top 10 professional services firms

Apprenticeship Overview

Set the standard of exceptional customer service within your organisation. As a senior advisory professional, you’ll learn how to handle complex customer needs, leading your team to deliver a consistently high level of service.

Guided by subject experts, you’ll bridge the gap between routine transactions and specialist financial services matters. You’ll learn how to create productive links with broader areas of your organisation and promote seamless end-to-end customer service.

Discover the latest in digital banking solutions and platforms, and how you can effectively utilise emerging technologies to continuously improve customer service. You’ll also develop key team leadership skills to optimise performance and delivery. In recognition of your commitment to development, your learning will be backed by the highly valued Professional Banker Certification from the Chartered Banker Institute (CBI).

Note: Other professional qualifications from the Chartered Banker Institute and the London Insitute of Banking & Finance are also available for closed cohorts.

Who is the programme for?

Created for banking professionals in senior and team leader roles looking to enhance their performance with a high level of technical knowledge and skills.

This apprenticeship is ideal for you if you’re ready to take on new challenges and provide excellent customer service while gaining an industry-recognised qualification.

Where will the programme take you?

Taking new skills and learning into your role, you’ll deliver a high level of performance linking teams across your organisation and consistently meeting the diverse needs of clients and customers.

Your learning on this apprenticeship will ensure you have the skills essential to a variety of roles, with opportunities to progress your career in new areas. These include insurance, investment management, and risk and compliance.

Keep your development going and push for even more senior roles by progressing onto the Level 4 Insurance Professional Apprenticeship.

Who's eligible?

Eligibility can vary depending on the requirements of the individual employer, but typically includes:

A minimum of five GCSEs with grades 9 to 4 (A* to C), including English and maths

OR

Relevant work experience

To apply for this programme you must be employed in a relevant role.

Apprenticeship information

Duration: 15 months
Start Dates: January, April and October
Application deadline: 6 weeks before start date
Study modes: Online live teaching and performance coaching, guided self-study, and work based projects
Cost: £8,000levy funded
Free for Learners
95% government funded for non-levy payers
Apprenticeship standard: Senior Financial Services Customer Adviser

Join the UK's leading professional apprenticeship provider

Your success is our businessWe begin with specialist onboarding and guidance – aligning your personal goals with wider business objectives – to craft plans that deliver maximum mutual impact.

Learn from the best, become the bestFully-qualified Performance Coaches and industry-leading tutors bring their firsthand expertise to your studies – empowering you to become a master.

Best practice makes perfectHands-on learning through practical scenarios and our virtual learning platform ensures you have the knowhow to perform in the professional world.

Back-up that stacks upEducational psychologists and career mentors. Performance coaches and mental health specialists. You’ll have an entire multidisciplinary team behind you.

AI predicted performanceWe don’t just plan performance. We predict it. Our AI-driven model uses data to anticipate progress, adjusting in real-time to optimise success.

See it for yourselfPerformance trackers mean you can share your performance with managers, keeping them up to speed with key insights to observe progress and create better outcomes.

Frequently asked questions

If you can’t find the answer to a question, our advisers will be happy to help.

To apply for a BPP apprenticeship programme you should be employed in a relevant role and have the approval of your employer.

You will need to create an account after which you can choose and apply for the relevant programme.